Approving a Customer Registration

You can view the number of customer registrations which are pending for an approval in the Customer Registration screen. The approver can review, and accordingly approve, reject, or ask the submitter to resubmit the customer registration based on the observations.

Note: The system will not allow you to approve, reject or resubmit a customer registration submitted by you.

Procedure

To approve a customer registration:

  1. Do either of the following:
    If you want to...Then...

    Approve a customer registration through the Customer Registration screen

    1. Search for the customer registration in the Customer Registration screen.

    2. In the Search Results section, click the link in the Customer Registration ID column corresponding to the customer registration which you want to review.

    Approve a customer registration from the To Do List screen

    1. Click the Menu link in the Application toolbar.

      A list appears.

    2. From the Main menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    3. Enter C1-CustomerRegistration in the To Do Type field.

    4. Click the Search button corresponding to the To Do Type field.

    5. Click Search. The To Do Type Search screen appears.
    The Customer Registration screen appears.
  2. Review the details in the Customer Registration screen.
  3. If the information in the customer registration is accurate, then click the Approve button in the Customer Registration zone.
    Note: The Approve button appears when:

    • The status of customer registration is in the Approval In Progress.

    • A user with the approval To Do role is reviewing the customer registration.

Related Topics

For more information on... See...
How to search for a customer registration Searching for a Customer Registration
Customer Registration screen Customer Registration (Used for Viewing)
Customer Registration zone Customer Registration